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Scheduling Multiple Calls At Once

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  • Scheduling Multiple Calls At Once

    When we get a new account we have a set schedule of follow up calls form customer service is there a way to schedule all these calls at once upon creation of the account?

    TIA

  • #2
    Hi,
    you can do it with the workflow feature https://www.espocrm.com/video/workfl...n-in-business/

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    • #3
      Great. What is the difference between calls and calls expanded and why do my created calls appear with no name?


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      • #4
        Attach a screenshot with your call creating rule, please

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